2019 is coming to a close, so it's time for your books to do the same!

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Your funds display in many lists throughout the program. You can change the order so the funds you use most often show at the top. Funds that users don't have access to do not display in lists.


 To change the order of funds
  1. On the Administration tab, click Fund Setup.
  2. In the navigation pane, click Reorder Funds List.
  3. Select a fund, then click the up or down arrow to move it where you'd like. Or, click-and-drag a fund in the list.

  4. Click Save/OK.


Additional Field Information

Sorts the funds in alphabetical order.

Reset List
Sorts the funds in numerical order.

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